Job Title: Onboarding Coordinator – Licensing & Registration Focus
About &Partners: At &Partners, we believe in providing high-touch support to our advisors and internal teams from day one. As a firm dedicated to operational excellence, we’re expanding our Licensing & Registration team to include an Onboarding Coordinator who will focus on ensuring all onboarding elements are handled with precision and care.
About the Role: As our Onboarding Coordinator, you’ll serve as a key player in managing all aspects of the onboarding lifecycle—from initial setup and background checks to RegEd workflows, licensing and registration, and system audits. You’ll help new hires and advisor practices get up and running seamlessly while ensuring we meet all compliance and regulatory requirements.
Key Responsibilities:
What We’re Looking For:
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